Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kosta? Claim Your ProfileKosta Halkias is a registered representative with Morgan Stanley. Kosta has been in the securities industry since August 2008. Kosta is registered with the state of New York and Texas. Kosta has a Series 66, Series 7TO, SIE and Series 79 license. Kosta has experience working with clients from a variety of industries, including investment clubs, insurance companies, investment companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities. Kosta's previous experience includes working at Morgan Stanley & Co. LLC, Petcreds, General Assembly, JP Morgan Chase and Morgan Stanley. Kosta has also held various positions, including at Morgan Stanley. Kosta holds several industry designations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
07/26/2024 - Present
Morgan Stanley (New York NY)
NY
08/30/2013 - 06/21/2016
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BOTH
Issued 06/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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